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Household/Estate Cheat Sheet

Last updated: write current date here

  • Passwords and Physical Access

    explain how to access your saved passwords as well as locations to important keys or other physical security codes

    • 2FA:
      • List codes and how to access
    • Password Manager(s):
      • Username:
      • Password:
    • Physical Access:

  • Finances:

    • Bank, HSA, and Credit Card Accounts:
    • Name/Institution Account Number/Routing Number
      Example Bank 123456789/1200
      Example Card 12300 000 0000 0000
    • How to Access Retirement Funds:
      • Clear instructions on how to access
    • How to Access Crypto:
      • Clear instructions on how to access

    • Mortgage:

      • Servicer:
      • Account Number:
      • Payment Date:

    • Other Debts:

      • List all other debts that may need to be paid

    • Budgeting Information:

      • List Quickbooks/YNAB account username and how to access

  • Utilities:

    • Phone Service:
    • Electric:
    • Gas:
    • Water:

  • Important Documents:

    • Life Insurance Policy
    • Birth Certificate
    • Marriage License
    • Automobile Titles
    • Property Deeds

  • Incapacitation Related Legal Documents:

    • Will
    • Living trust
    • Power of Attorney

  • Important Notes:

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